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Downloaded G2 templates. Added notes for DataSnipper and Recast. Added API keys and a few other small items.

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Norm Rasmussen
2023-11-09 22:12:16 -05:00
parent 3edcfc22bb
commit fa83a6fc7a
21 changed files with 522 additions and 3 deletions
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CustomerNotes/.DS_Store vendored
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CustomerNotes/DataSnipper/DataSnipper.md
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@ -222,3 +222,25 @@ Told him about embedding support articles.
* Accredible's "Shared on LinkedIn" button: https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.credential.net%2Fd9c470f9-5726-4ebe-9106-5ee2a325a0c6
* Workato Link for DataSnipper Hubspot: webhooks.workato.com/webhooks/rest/bd1a1eb7-7e79-4208-a1db-8e9c7440bcc9/datasnipper-hubspot-flow
## 11/09/2023
### Hande, Dirk, follow up questions
* A few remaining questions from Dirk to "move forward"
* Not happy that LPs are for admins only
* Ideally, we will get the Hubspot automation setup for client groups
* However, some CSMs will need to come in and make some edits
* Admins seem a bit overzealous
TODO: Send Hande product roadmap items, communities, product updates
TODO: Test archived courses URLs and if we get a 404 or 302.
Action Items:
* Auto group creation and assignment of Learning Paths via API.
* Ask Sushant for payload, but they also temporarily have the Hubspot conversion team.
* Want to run messaging out of Hubspot, but it's not clear how Hubspot shows who is/isn't enrolled.
* TODO: Check with partners team for Hubspot logs and why progress isn't being sent to Hubspot. Dirk & Audit course.
* Can the integration clean up old courses in Hubspot properties?
* Hande wants to send email when someone is signed up to an LP. What does Hubspot data look like?
* Email 1: Access to Learning Path
* Email 2: Inactivity Nudge
* Email 3: Badge/Course completion

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CustomerNotes/RecastSoftware/RecastSoftware.md
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@ -86,3 +86,4 @@ Stacy: Salesforce Integration, wants to use ChurnZero too.
Other: Chris giving a webinar "Quick Start Guide for the Academy". He will be teasing Certs and LPs in the webinar. He will show the UI for a learning path and other random objects. If we can have anything ready to show regarding Certs, that would be helpful. The webinar is Next Thursday January 26th.
Ideally, the cert will show that the learner is "Right Click Certified".